Instrumental Wealth, LLC Top Holdings and 13F Report (2026) About Instrumental Wealth, LLCInvestment ActivityInstrumental Wealth, LLC has $162.67 million in total holdings as of March 31, 2026.Instrumental Wealth, LLC owns shares of 73 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.96% of the portfolio was purchased this quarter.About 0.70% of the portfolio was sold this quarter.This quarter, Instrumental Wealth, LLC has purchased 72 new stocks and bought additional shares in 52 stocks.Instrumental Wealth, LLC sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $22,808,521iShares Core MSCI EAFE ETF $21,375,288iShares S&P 500 Growth ETF $21,282,946iShares S&P 500 Value ETF $15,105,230iShares Core S&P 500 ETF $11,966,417 Largest New Holdings this Quarter 72348N109 - PINNACLE FINL PARTNERS INC $374,823 Holding6706EW100 - Nuveen S&P 500 Dynamic Overwrite Fund $362,068 Holding57636Q104 - Mastercard $251,163 Holding58933Y105 - Merck & Co., Inc. $209,932 Holding Largest Purchases this Quarter NVIDIA 3,800 shares (about $662.71K)Microsoft 1,764 shares (about $652.92K)Apple 2,506 shares (about $636.00K)iShares Core MSCI EAFE ETF 6,522 shares (about $590.44K)iShares S&P 500 Growth ETF 3,446 shares (about $389.78K) Largest Sales this Quarter Broadcom 108 shares (about $33.43K)JPMorgan Chase & Co. 93 shares (about $27.35K)PALANTIR TECHNOLOGIES INC 133 shares (about $19.46K)Eli Lilly and Company 21 shares (about $19.30K)AMPLIFY ETF TR 229 shares (about $17.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInstrumental Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJHiShares Core S&P Mid-Cap ETF$22,808,521$257,829 ▲1.1%337,75414.0%ETFIEFAiShares Core MSCI EAFE ETF$21,375,288$590,436 ▲2.8%236,11313.1%ETFIVWiShares S&P 500 Growth ETF$21,282,946$389,778 ▲1.9%188,16113.1%ETFIVEiShares S&P 500 Value ETF$15,105,230$266,260 ▲1.8%71,5389.3%ETFIVViShares Core S&P 500 ETF$11,966,417$135,871 ▲1.1%18,3197.4%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$10,773,865$71,553 ▲0.7%416,7846.6%ETFRSPInvesco S&P 500 Equal Weight ETF$9,871,412$174,072 ▲1.8%51,4356.1%ETFIWNiShares Russell 2000 Value ETF$5,460,136$166,079 ▲3.1%28,8003.4%ETFIWOiShares Russell 2000 Growth ETF$3,999,507$64,017 ▲1.6%12,7452.5%ETFAAPLApple$3,115,539$636,000 ▲25.6%12,2761.9%Computer and TechnologyNVDANVIDIA$3,048,794$662,705 ▲27.8%17,4821.9%Computer and TechnologyIBDViShares iBonds Dec 2030 Term Corporate ETF$2,368,498$14,929 ▲0.6%108,2001.5%ETFISHARES TR$2,343,413$17,281 ▲0.7%91,3971.4%IBONDS DEC 2035MSFTMicrosoft$1,887,334$652,924 ▲52.9%5,0991.2%Computer and TechnologyHRTGHeritage Insurance$1,576,5750.0%60,0601.0%FinanceAMZNAmazon.com$1,515,670$1,666 ▼-0.1%7,2770.9%Retail/WholesaleGOOGAlphabet$1,197,941$33,850 ▲2.9%4,1760.7%Computer and TechnologyGOOGLAlphabet$1,159,505$256,517 ▲28.4%4,0320.7%Computer and TechnologyIWBiShares Russell 1000 ETF$1,144,931$2,139 ▲0.2%3,2110.7%ETFICLNiShares Global Clean Energy ETF$909,117$22,570 ▲2.5%49,7060.6%ETFAMPLIFY ETF TR$874,956$17,196 ▼-1.9%11,6520.5%AMPLIFY CYBERSECXOMExxonMobil$851,992$5,768 ▲0.7%5,0220.5%EnergyMETAMeta Platforms$829,555$36,615 ▲4.6%1,4500.5%Computer and TechnologyCMFiShares California Muni Bond ETF$774,107$1,876 ▲0.2%13,6140.5%ETFAVGOBroadcom$685,595$33,429 ▼-4.6%2,2150.4%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$656,220$11,027 ▲1.7%3,1540.4%ETFTSLATesla$634,206$17,844 ▲2.9%1,7060.4%Auto/Tires/TrucksFIDELITY WISE ORIGIN BITCOIN$604,762$17,119 ▲2.9%10,2450.4%SHSSYKStryker$565,027$17,739 ▲3.2%1,7200.3%MedicalSPYSPDR S&P 500 ETF Trust$517,7230.0%7960.3%FinanceBRK.BBerkshire Hathaway$515,140$60,379 ▲13.3%1,0750.3%FinanceCVXChevron$513,188$15,313 ▲3.1%2,4800.3%EnergyKOCocaCola$504,609$100,846 ▲25.0%6,6350.3%Consumer StaplesJPMJPMorgan Chase & Co.$448,500$27,351 ▼-5.7%1,5250.3%FinancePFFiShares Preferred and Income Securities ETF$424,786$3,851 ▲0.9%14,0100.3%ETFIWYiShares Russell Top 200 Growth ETF$418,528$746 ▲0.2%1,6820.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$412,194$5,830 ▲1.4%17,6760.3%ETFPINNACLE FINL PARTNERS INC$374,823$374,823 ▲New Holding4,3510.2%COMWALMART INC$369,499$20,258 ▲5.8%2,9730.2%COMSMHVanEck Semiconductor ETF$367,987$4,600 ▲1.3%9600.2%ManufacturingSPXXNuveen S&P 500 Dynamic Overwrite Fund$362,068$362,068 ▲New Holding22,5310.2%Financial ServicesLLYEli Lilly and Company$347,484$19,305 ▼-5.3%3780.2%MedicalAMDAdvanced Micro Devices$336,677$94,798 ▲39.2%1,6550.2%Computer and TechnologyVVisa$334,423$68,034 ▲25.5%1,1060.2%Business ServicesJNJJohnson & Johnson$321,138$114,867 ▲55.7%1,3140.2%MedicalIUSGiShares Core S&P U.S. Growth ETF$317,276$310 ▲0.1%2,0450.2%ManufacturingTIDAL TRUST II$304,3420.0%14,2950.2%YIELDMAX MSTR OPGRAYSCALE ETHEREUM STAKING$300,383$61,070 ▲25.5%15,1250.2%SHS NEWCWBSPDR Bloomberg Convertible Securities ETF$280,135$183 ▲0.1%3,0610.2%ETFUNHUnitedHealth Group$279,232$2,165 ▼-0.8%1,0320.2%MedicalNFLXNetflix$275,337$577 ▲0.2%2,8640.2%Consumer DiscretionaryFENYFidelity MSCI Energy Index ETF$273,046$1,531 ▲0.6%8,0260.2%ETFPAVEGlobal X U.S. Infrastructure Development ETF$271,936$11,940 ▲4.6%5,3520.2%ETFFNCLFidelity MSCI Financials Index ETF$269,374$22,185 ▲9.0%3,8370.2%ETFSLIDE INS HLDGS INC$264,6900.0%14,7050.2%COMICOWPacer Developed Markets International Cash Cows 100 ETF$260,837$127 ▲0.0%6,1460.2%ETFMAMastercard$251,163$251,163 ▲New Holding5030.2%Business ServicesLENLennar$241,544$3,822 ▲1.6%2,7810.1%ConstructionIEMGiShares Core MSCI Emerging Markets ETF$240,498$42,896 ▲21.7%3,4480.1%ETFPALANTIR TECHNOLOGIES INC$237,412$19,455 ▼-7.6%1,6230.1%CL AVWOVanguard FTSE Emerging Markets ETF$233,780$6,000 ▼-2.5%4,3250.1%ETFHDHome Depot$228,576$21,378 ▲10.3%6950.1%Retail/WholesaleCOSTCostco Wholesale$227,139$9,962 ▲4.6%2280.1%Retail/WholesaleCOWZPacer US Cash Cows 100 ETF$226,9270.0%3,6270.1%ETFEFViShares MSCI EAFE Value ETF$223,570$36,803 ▲19.7%3,0070.1%ETFVOXVanguard Communication Services ETF$218,300$3,417 ▲1.6%1,2140.1%ETFWFCWells Fargo & Company$215,233$2,866 ▼-1.3%2,7040.1%FinanceMRKMerck & Co., Inc.$209,932$209,932 ▲New Holding1,7450.1%MedicalCATCaterpillar$202,646$7,086 ▲3.6%2860.1%IndustrialsSLSSELLAS Life Sciences Group$189,9860.0%44,9140.1%MedicalSMRNuScale Power$188,2150.0%17,3630.1%Computer and TechnologyPTYPimco Corporate & Income Opportunity Fund$160,704$398 ▲0.2%13,3250.1%FinanceUPWheels Up Experience$120,9750.0%234,2210.1%AerospacePINNACLE FINL PARTNERS INC$0$416,627 ▼-100.0%00.0%COMBXMXNuveen S&P 500 Buy-Write Income Fund$0$392,833 ▼-100.0%00.0%Financial ServicesMCDMcDonald's$0$205,135 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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